Before you can import a report from EPIC, the necessary fields and filters will need to be created. 

Note: You will need to contact your account manager or Rocket Referrals' support (888.978.8325) to create the filters on your Rocket Referrals' account

Adding Custom Fields and Filters

Enter the setup tab and add the following custom fields in your Rocket Referrals' Account as demonstrated below.





Set the filters on the corresponding import**. 

Note: Contact your account manager or Rocket Referrals' support (888.978.8325) to create and apply the filter to your account.


Client List Report Filter



Referral Report Filter



Next Step: Client List Report

Once imported, proceed on to the next report: Client List Report